JOEL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOEL FOUNDATION (EIN 46-0795952)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202341289349104554
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T22:00:54-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELFAND RENNERT & FELDMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 HAMILTON AVE SUITE 700 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460795952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Joel Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Gelfand Rennert & Feldman LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GELFAND RENNERT & FELDMAN L | InCareOfNm |
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 2123078000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Hamilton Ave 700 | AddressLine1Txt |
| City | White Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Todd Kamelhar | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2123078000 | PhoneNum |
| Signature | 2023-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Todd | PersonFirstNm |
| Person Last | Kamelhar | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stanley Lim | PreparerPersonNm |
| PTIN | P00443666 | PTIN |
| Phone | 2123078000 | PhoneNum |
| Preparation | 2023-05-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,426,302 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $463 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $463 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $895,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,797,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $895,360 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,023,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,023,525 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $54,559 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,559 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $177 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $133 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $54,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,692 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $818,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $818,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $872,736 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,692 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $851,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $150,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,001,833 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,550 | CashBOYAmt |
| Cash EOY | $61,505 | CashEOYAmt |
| Cash EOYFMV | $61,505 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $524,314 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $317,775 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $317,775 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,829 | AcctRcvblAmt |
| Acct Rcvbl BOY | $151 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,829 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,829 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $448,670 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $446,268 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,577,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,789,472 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,487,453 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,640,060 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,276,504 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,111,472 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,744,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,895,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,426,302 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,744,966 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,895,755 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,744,966 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,895,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,744,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,895,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,744,966 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $150,789 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,895,755 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,895,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $25,143 | $31,529 | -$6,386 | -$6,386 | ||
| PUBLICLY TRADED SECURITIES | $1,649,427 | $807,856 | $841,571 | $841,571 | ||
| MONDELEZ INTERNATIONAL INC | $58,283 | $33,558 | $24,725 | $24,725 | 2022-08-03 | |
| PROCTER & GAMBLE CO | $64,894 | $33,284 | $31,610 | $31,610 | 2022-08-03 | |
| CAPITAL GAIN DIVIDENDS | $3,840 | P | ||||
| CAPITAL GAIN DIVIDENDS | $3,840 | P | ||||
| CAPITAL GAIN DIVIDENDS | $3,840 | P | ||||
| CAPITAL GAIN DIVIDENDS | $3,840 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $895,360 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,386 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,925 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,925 | SubtotalAmt |
| Tax Based On Investment Income | $13,925 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,238 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,238 | TotalPaymentsAndCreditsAmt |
| Tax Due | $7,687 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELFAND RENNERT & FELDMAN LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123078000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 HAMILTON AVE 700 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| William M Joel | ||||||||
| 445 Hamilton Avenue Suite 700 | White Plains | NY | 10601 | Director | 0.25 | $0 | $0 | $0 |
| Alexis Joel | ||||||||
| 445 Hamilton Avenue Suite 700 | White Plains | NY | 10601 | Vice President | 1.0 | $0 | $0 | $0 |
| Todd R Kamelhar | ||||||||
| 445 Hamilton Avenue Suite 700 | White Plains | NY | 10601 | Treasurer | 1.0 | $0 | $0 | $0 |
| Lee V Eastman | ||||||||
| 39 West 54th St | New York | NY | 10019 | Secretary | 0.5 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERI WALSH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 PRESIDENT STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $33,000 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,235,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $757,179 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,992,280 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,992,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,884 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,887,396 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $344,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $344,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,925 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,925 | TotalTaxAmt |
| Distributable Before Adj | $330,445 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $330,445 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $330,445 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $851,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $851,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $330,445 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $372,985 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $364,474 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $129,889 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $808,247 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $133,899 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,809,494 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $851,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $330,445 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $520,555 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,330,049 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $372,985 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,957,064 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $364,474 | ExcessFromYear4Amt |
| Excess From Year3 | $129,889 | ExcessFromYear3Amt |
| Excess From Year2 | $808,247 | ExcessFromYear2Amt |
| Excess From Year1 | $133,899 | ExcessFromYear1Amt |
| Excess From Current Year | $520,555 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Arts Center at Duck Creek Inc | ||||||||
| PO Box 590 | East Hampton | NY | 11937 | NONE | PC | GENERAL | $10,000 | |
| Society of the Third Street Music School | ||||||||
| 235 East 11th Street | New York | NY | 10003 | NONE | PC | GENERAL | $30,000 | |
| The Carnegie Hall Corporation | ||||||||
| 881 7th Ave | New York | NY | 100193120 | NONE | PC | GENERAL | $25,000 | |
| Global Empowerment Mission Inc | ||||||||
| 1850 NW 84th Ave | Doral | FL | 33126 | NONE | PC | GENERAL | $250,000 | Suite 100 |
| The Fund for Public Schools | ||||||||
| 52 Chambers Street | New York | NY | 10007 | NONE | PC | GENERAL | $15,000 | |
| School News Nationwide Inc | ||||||||
| 490 East 28 St | Brooklyn | NY | 11226 | NONE | PC | GENERAL | $10,000 | |
| Oyster Bay Music Festival | ||||||||
| 37 Hildreth Ave | Halesite | NY | 11743 | NONE | PC | GENERAL | $5,000 | |
| Nassau Boces | ||||||||
| 71 Clinton Rd | Garden City | NY | 11530 | NONE | PC | GENERAL | $24,500 | PO Box 9195 |
| Community Cooperative Inc | ||||||||
| PO Box 2143 | Fort Myers | FL | 33902 | NONE | PC | GENERAL | $250,000 | |
| Nassau Boces | ||||||||
| 71 Clinton Rd | Garden City | NY | 11530 | NONE | PC | GENERAL | $11,000 | PO Box 9195 |
| The Perlman Music Program | ||||||||
| 19 West 69th Street | New York | NY | 10023 | NONE | PC | GENERAL | $25,000 | Ste 1101 |
| The Jazz Loft | ||||||||
| 275 Christian Ave | Stony Brook | NY | 11790 | NONE | PC | GENERAL | $15,000 | |
| Manhattan School of Music | ||||||||
| 130 Claremont Ave | New York | NY | 10027 | NONE | PC | GENERAL | $12,500 | |
| Sweet Relief Musicians Fund | ||||||||
| 2650 E Imperial Hwy | Brea | CA | 92821 | NONE | PC | GENERAL | $5,000 | |
| Brooklyn Conservatory of Music | ||||||||
| 58 7th Ave | Brooklyn | NY | 11217 | NONE | PC | GENERAL | $30,000 | |
| Exploring the Arts | ||||||||
| 34-12 36th Street | Astoria | NY | 11106 | NONE | PC | GENERAL | $100,000 | Suite 2-100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $818,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $463 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $127,702 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $895,360 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,023,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,023,525 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | CHERI WALSH | ContractorPersonNm |
| Explanation | CONSULTANT | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOA - BONDS | BondNm |
| EOY Book Value | $2,276,504 | EOYBookValueAmt |
| EOYFMV | $2,111,472 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BOA - STOCK | StockNm |
| EOY Book Value | $1,789,472 | EOYBookValueAmt |
| EOYFMV | $3,487,453 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $448,670 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $446,268 | USGovtObligationsEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UST INVESTMENT MANAGEMENT FEES | $21,559 | $21,559 | |
| CONSULTING FEES | $33,000 | $33,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $44 | |
| FOREIGN TAX ON DIVIDENDS | $133 | $133 |
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